Session 7: Using the Grid Editor

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The Grid Editor is a spreadsheet-like display format used as an alternative to the Tree view. This is valuable for displaying large numbers of objects or business-related textual objects, such as business rules. Grid Editor content can be printed or exported as a report in CSV, HTML, PDF, and RTF formats.

Displaying and Editing Information in the Grid Editor

For purposes of this evaluation guide, we are going to open the grid editor of the business process diagram we created earlier.

1 Right-click the diagram node labeled Order Picking and select Grid Editor from the shortcut menu. The grid editor opens as a tabbed view.

EV GridViewReport.png

The grid editor lists all elements in the diagram and is categorized by types. Each element displays the object type, the name, and a description (if one has been entered).

You can edit the name and description for each record in this view by clicking once on the text in the cell. You can copy and paste text in the Description field from another application such as Microsoft Word.

Open the property view for each record by selecting a record and pressing Alt+Enter. You can then edit all properties, view an impact analysis hierarchy, create a link, and view a usage report.

Another example of a grid editor is displayed below. This example is a grid editor of a set of business rules which shows how large amounts of information are displayed making it easy to view and edit.

EV BusinessRulesGridView.png

Using the Grid Editor for Entering Reference Objects Data

The Grid Editor provides a fast and simple means of entering large amounts of data for Reference Objects. In this example, we will be entering data for Business Elements.

1 Right-click the Business Elements subnode under the Reference Objects node in the Model View tree. Select Grid Editor from the shortcut menu.
2 The Grid Editor opens with a blank line.
3 When you select line 1, the Name cell becomes editable. Enter the name “Element One” and tab to the Data Type cell.
4 Select “Integer” from the drop-down list available and tab to the Description cell.
5 Enter the text “This is Element One” and tab one more time. A new row is automatically created where the Name cell is editable. Note also that a Business Element labeled Element One now appears in the Model View tree under the Business Elements node.
6 You can quickly navigate through the rows. Each time you press Enter you advance down one row. When you reach the last row, you are returned to the first row.

Customizing the Grid Editor

You can select the columns to be displayed in the opened grid editor.

1 Right-click anywhere in the Grid Editor right-click and select Customize Columns (ICON CUSTOMIZE GRID VIEW.PNG) to open the Customize Grid Editor dialog.
2 Select the columns you want to include in the view and click OK.
Note: The Object Type is a required field and is always displayed.

EV CustomizeGridView.png

Session 7 Conclusion

In this session we have learned:

  • How to view information in the Grid Editor format.
  • How to use the Grid Editor to enter Reference Objects data.
  • How to customize the Grid Editor.

Session 8 walks you through exporting reports such as the Grid Editor.